Add a payment method for a customer
Find out how to add your customer's credit card or bank account to their account.
On this page:
Overview
Customers can pay through Cut+Dry using a credit card or bank account. Please note that debit cards are not allowed.
Follow these steps to add a payment method to your customer's Cut+Dry profile.
Add a payment method for a customer
1. Select Customers from the navigation menu..png)
2. Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
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3. Select the Invoices tab, then the +Add Payment Method link.
4. Select the payment method to add, then enter the customer's payment details.
Tip: add a note to the payment method to easily distinguish between cards and bank accounts later. Notes are never visible to your customer.
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5. Select Next.
Result
Added payment methods show on the customer's Invoices tab. From here, you can now Enable Auto Pay for a customer.
Your customer will also be sent an email like this, except with your company's branding.
